WPI
IQV icon

Walter Public Investments’s IQVIA IQV Stock Holding History

Walter Public Investments’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.62M Sell
13,560
-40,012
-75% -$6.98M 0.63% 42
2026
Q1 		$9.14M Sell
53,572
-12,132
-18% -$2.37M 2.19% 23
2025
Q4 		$14.8M Buy
+65,704
New +$14.3M 2.62% 16

Other funds holding IQV

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walter Public Investments's IQV Position: Q2 2026 in Review

Walter Public Investments reduced its IQVIA (IQV) stake by 75% in Q2 2026, selling an estimated $6.98M and leaving 13,560 shares worth $2.62M. The position accounts for 0.63% of the portfolio, ranked #42.

Walter Public Investments first reported a position in IQV in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.8M in Q4 2025. 494 funds tracked by Wall St. Rank hold IQV as of Q2 2026.

  • Walter Public Investments held 13,560 shares of IQVIA worth $2.62M as of Q2 2026.
  • Walter Public Investments sold 40,012 IQVIA shares in Q2 2026, an estimated $6.98M.
  • IQVIA made up 0.63% of Walter Public Investments's portfolio in Q2 2026, its #42 holding.
  • Walter Public Investments first reported a position in IQVIA in Q4 2025 and has held it in 3 quarters since.
  • Walter Public Investments's IQVIA position peaked at $14.8M in Q4 2025.
  • 494 funds tracked by Wall St. Rank held IQVIA as of Q2 2026.

Based on Walter Public Investments's 13F filing for Q2 2026, filed 5 Aug 2026.